Institutional Ownership Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO). We have compiled data on the 1,156 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,153
shares
|
$1.92 Million
0.54% of portfolio
|
Q1 2024
Added 245.67%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
6,137
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.85%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
6,130
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
6,128
shares
|
$1.91 Million
0.54% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
6,078
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,055
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
6,039
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,016
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
6,008
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2025
Added 89.11%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
5,990
shares
|
$1.87 Million
1.55% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
5,971
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,970
shares
|
$1.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,934
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,916
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,787
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
5,685
shares
|
$1.77 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,665
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
5,651
shares
|
$1.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
5,632
shares
|
$1.76 Million
0.66% of portfolio
|
Q4 2025
Reduced 30.72%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
5,510
shares
|
$1.72 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$1.69 Million
0.18% of portfolio
|
Q3 2024
Added 410.47%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
5,394
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
5,394
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,369
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Added 60.94%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
5,352
shares
|
$1.67 Million
0.68% of portfolio
|
Q3 2025
Added 1.44%
|
|